Jobs
>
Scottsdale

    Associate Wealth Advisor - Scottsdale, United States - The Judson Group

    The Judson Group
    The Judson Group Scottsdale, United States

    3 weeks ago

    Default job background
    Description
    Associate Wealth Advisor | Scottsdale, Arizona

    Reference Number:
    HRJ7283Location: Scottsdale, ArizonaJudson Group has been retained by a growing independent advisory firm in their search for an

    Associate Wealth Advisor .

    This individual will support the firm advisors and other team members by providing comprehensive financial planning with existing and prospective clients.

    They will be responsible for developing financial plans, managing client relationships, reviewing portfolio performance with clients, investment analysis, and performing research.

    The ideal candidate has 3+ years of client facing wealth management experience with a strong background in financial planning and a high attention to detail.

    This person will need to be a team player and have strong client facing skills.

    This is a fantastic opportunity to work closely with a Senior Wealth Advisor and their UHNW/Family Office clients, growing down the path to advisor quickly.


    Responsibilities:
    Assist advisors with investment analysis, retirement/cash flow projections, research, tax planning, and implementation of recommendations as needed.
    Create client presentations and assist with client meetings.
    Handle client-related requests and account service inquiries.
    Organize and analyze financial data received from new and existing clients.
    Monitor client portfolios and communicate updates and recommendations.
    Assist clients with implementation of recommended and agreed-upon strategies.

    Work with firm team, including supporting and assisting advisors, investment strategists, and senior advisors to deliver advice and build client relationships.


    Requirements:
    Bachelor's Degree required; CFP or CFP track highly preferred.
    Experience working in a client-facing role.
    Ability to take initiative and prioritize tasks.
    Ability to work independently and collaborate/communicate well in a team environment.
    Strong presentation, communication, and technology skills.


    Compensation:
    Highly competitive compensation package with base salary, bonus, and strong benefits.
    Judson Group1059 Wealthy Street SE, Suite 201 Grand Rapids, MI 49506

    #J-18808-Ljbffr
  • Heartland Financial USA, Inc.

    Wealth Advisor

    5 days ago

    Heartland Financial USA, Inc. Scottsdale, United States

    HTLF is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. · HTL ...

  • Beacon Pointe

    Associate Wealth Advisor

    3 weeks ago

    Beacon Pointe Scottsdale, United States

    Associate Wealth Advisor | Scottsdale, AZJob DescriptionWe are currently seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor in our Scottsdale, AZ office. The ideal candidate will be responsible for assisting in client advisory, investment m ...

  • Mariner Wealth Advisors

    Senior Wealth Advisor

    5 days ago

    Mariner Wealth Advisors Scottsdale, United States

    Overview: · If you are looking to build your career with a firm that puts the client first, then Mariner is the right firm for you. We actively nurture the next generation of professionals, give back to the community and focus on building a diverse culture where everyone genuine ...

  • The Judson Group

    Wealth Advisor

    3 weeks ago

    The Judson Group Phoenix, United States

    Reference Number: HRJ7502Location: Phoenix, ArizonaJudson Group has partnered with a $8B+ AUM RIA with a national presence in the search for a · Wealth Advisor . This individual will be taking over existing client referral channels, helping grow the firm, and will have a long-te ...

  • Regal Executive Search

    Wealth & Tax Advisor

    2 weeks ago

    Regal Executive Search Scottsdale, United States

    Wealth & Tax Advisor The Opportunity Family Office is looking for an experienced wealth & tax advisor to join our team. This role will be responsible for taking ownership of all aspects of the client engagement; interacting with clients, delegating a Wealth, Tax, Advisor, Tax Pre ...

  • Cresset Corporation

    Associate, Wealth Advisor

    2 weeks ago

    Cresset Corporation Scottsdale, United States

    About Cresset · Private equity entrepreneurs Eric Becker and Avy Stein founded Cresset Capital Management with a vision to reinvent wealth management and with a firm belief that clients deserve better. Cresset offers individuals and families access to a comprehensive suite of fa ...

  • Regal Executive Search

    Wealth & Tax Advisor

    2 weeks ago

    Regal Executive Search Scottsdale, United States

    Wealth & Tax Advisor · The Opportunity · Family Office is looking for an experienced wealth & tax advisor to join our team. This role will be responsible for taking ownership of all aspects of the client engagement; interacting with clients, delegating and reviewing work, and c ...

  • HTLF Bank

    Wealth Advisor

    6 days ago

    HTLF Bank Chandler, United States

    Acquires, expands, and retains customer relationships by identifying opportunities, strategizing proactive business development activities, cultivating referral networks, and focusing on viable target markets. Develops and strategically executes pers Wealth Advisor, Wealth, Finan ...

  • Financial Planning Association

    Stoker Ostler Wealth Advisors seeking Associate

    3 weeks ago

    Financial Planning Association Scottsdale, United States

    An Associate with Stoker Ostler Wealth Advisors provides administrative and operational support for one or more Portfolio Managers in the delivery of financial and investment planning and advice to deliver an exceptional customer experience. Works collaboratively within the assig ...

  • Carson Wealth

    Wealth Management Advisor

    2 weeks ago

    Carson Wealth Gilbert, United States

    Position Expectations...The Associate Wealth Advisor position is an essential member of our team. This position is an integral part of ensuring every aspect of the client experience exceeds expectations. This individual will have a strong desire to develop the essential communica ...

  • Heartland Financial USA, Inc.

    Wealth Advisor

    3 weeks ago

    Heartland Financial USA, Inc. Chandler, United States

    Employment at Heartland Financial USA, Inc. is employment at will · locations · Scottsdale (Airpark), Arizona - East Redfield Road · Chandler, Arizona - North 54th Street · time type · Full time · posted on · Posted 8 Days Ago · job requisition id · 23-1248 · HTLF is an equa ...

  • U.S. Bancorp

    Wealth Management Advisor

    1 day ago

    U.S. Bancorp Litchfield Park, United States

    At U.S. Bank, we're passionate about helping customers and the communities where we live and work. The fifth-largest bank in the United States, were one of the country's most respected, innovative, and successful financial institutions, and have con Management, Advisor, Wealth, F ...

  • Bankers Trust

    Private Client Wealth Advisor III

    3 weeks ago

    Bankers Trust Phoenix, United States

    There are important qualities you look for in an employer – meaningful work, community engagement, competitive benefits, commitment to employee development, and so many more. At Bankers Trust, our team members experience an inclusive and community-focused culture and we're proud ...

  • Carson Wealth

    Wealth Management Advisor

    1 week ago

    Carson Wealth Gilbert, United States

    Position Expectations · The Associate Wealth Advisor position is an essential member of our team. This position is an integral part of ensuring every aspect of the client experience exceeds expectations. This individual will have a strong desire to develop the essential communic ...

  • U.S. Bank

    Wealth Management Advisor

    3 weeks ago

    U.S. Bank Chandler, United States

    At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each ...

  • Carson Wealth Gilbert

    Associate Wealth Advisor

    2 weeks ago

    Carson Wealth Gilbert Gilbert, United States

    **Overview**: · The Associate Wealth Advisor position is an essential member of our team. This position is an integral part of ensuring every aspect of the client experience exceeds expectations. This individual will have a strong desire to develop the essential communication, te ...

  • U.S. Bank National Association

    Wealth Management Advisor

    3 days ago

    U.S. Bank National Association Litchfield Park, United States

    At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each ...

  • Key Wealth Management

    Financial Advisor

    1 week ago

    Key Wealth Management Scottsdale, United States

    As part of the applicant process, it's necessary to take this survey. Take the survey here: · Key Wealth Management is a fast-growing wealth management firm founded with a vision of Women Empowering Women. Our mission is helping clients live a life they love and helping them liv ...

  • D. French Advisors

    Lead Financial Advisor

    2 days ago

    D. French Advisors Scottsdale, United States

    Acts as a Personal CFO for existing clients and new clients; leads the client relationship, delivers an exceptional experience, and designs, implements and manages the wealth management plan that supports their passions and purpose - their "Life Plan". · Leverages internal and ex ...

  • HUB International

    Financial Investment Advisor

    3 weeks ago

    HUB International Scottsdale, United States

    Financial Investment Advisor page is loaded · Financial Investment Advisor · Solicitar · locations · Scottsdale, AZ · time type · Full time · posted on · Publicado hace 2 días · job requisition id · R · As a Financial Advisor on the Wealth Management Services team, you ...